The Agentic AI Podcast

Episodes

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  Your AI Agent Needs Limits 20.10.2026 7m

  "Just ask Dave send him a text" Your AI Agent Needs Limits: Safety, Security and Compliance In this episode of The Agentic AI Podcast, Dave and Sarah explore how businesses put clear boundaries around AI agents. Through examples involving appointment bookings, finance applications and refunds, they explain access permissions, human approvals and protection against malicious instructions. The discussion covers privacy responsibilities, audit trails and accountability as multiple agents work to...
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  Unlocking Business with AI phones 14.10.2026 7m

  "Just ask Dave send him a text" This episode of The Agentic AI Podcast explores how AI phone systems turn customer calls into completed bookings, service tickets and CRM updates. With suitable integrations and clear permissions, AI agents handle after-hours enquiries, support busy reception teams and transfer complex requests to staff. Compatible SIP handsets often stay in service. An illustrative example shows how saving three minutes across 100 weekly calls releases five staff hours, worth ...
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  Untitled projectAI Customer Retention: Spot Problems Early and Keep More Customers 14.09.2026 24m

  "Just ask Dave send him a text" This episode of The Agentic AI Podcast explores how AI retention agents help businesses identify customers at risk of leaving by reviewing renewal dates, unresolved service issues and buying patterns. The agent assigns follow-up tasks, tracks progress and prepares account managers for informed conversations. Your team keeps control over discounts, contract changes and other commercial commitments. Two financial examples model potential returns: a technology ser...
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  The Rise of AI Buyers: Transforming Online Commerce 07.09.2026 6m

  "Just ask Dave send him a text" Dave explains how AI assistants are moving from product searches to making buying decisions and completing transactions. With Mastercard and Visa supporting agentic commerce, businesses now need to sell to software as well as people. AI buying agents compare structured product information, full pricing, eligibility, service areas, certifications, reviews and performance evidence. Businesses with unclear pricing, missing data or unsupported claims risk being exc...
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  Unlocking Hidden Sales: AI's Predictive Power 03.09.2026 8m

  "Just ask Dave send him a text" This episode explores how AI sales agents identify customers who are ready to buy by analysing CRM activity, website visits, email responses, purchase history and contract dates. The AI ranks customers by purchase intent and alerts salespeople when engagement increases or a renewal approaches. Each alert explains what changed, why the customer moved up the list and which action the salesperson should take next. For example, a customer nearing the end of a servi...
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  Navigating the Risks of AI Agent Deployment 19.08.2026 7m

  "Just ask Dave send him a text" Dave explains why AI agents should be treated like digital employees with access to business systems. Without proper controls, agents might expose data, make unauthorised decisions or create compliance failures. Security and compliance are different. Security protects against misuse and unauthorised access, while compliance covers privacy, consent, retention, accountability and regulatory obligations. Safer deployments require limited permissions, human approva...
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  Unlocking Business Potential with IB2 03.08.2026 6m

  "Just ask Dave send him a text" In this episode, Dave explores how IB2 helps businesses turn disconnected data into a competitive advantage. Instead of relying on spreadsheets, manual processes, and isolated systems, IB2 brings business information together in one intelligent platform. The discussion covers how IB2 automates repetitive tasks, delivers real time dashboards, improves collaboration across departments, strengthens compliance, and helps businesses scale without increasing administ...
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  Unlocking AI's True Value: From Tasks to Tangible Profits 20.07.2026 6m

  "Just ask Dave send him a text" Most businesses invest in AI to save time, but time savings alone do not create business value. The real measure of success is whether AI increases revenue, lowers operating costs, reduces business risk, or improves customer outcomes. This podcast explores why many AI projects fail to deliver a financial return. The discussion explains the difference between productivity metrics, such as hours saved, and business metrics, such as higher sales, better customer r...
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  AI Agents Don't Just Save Money. They Make It. 22.06.2026 7m

  "Just ask Dave send him a text" Most businesses still view AI as a way to reduce costs and save time. While that's true, the bigger opportunity is revenue generation. AI agents are transforming how businesses attract, engage, and grow customers. Instead of waiting for staff to respond to enquiries, AI agents engage prospects instantly, qualify leads, answer questions, collect information, and book appointments around the clock. Every missed enquiry becomes a potential sales opportunity. The i...
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  AI is transforming financial management 19.06.2026 7m

  "Just ask Dave send him a text" This episode explored how AI is transforming financial management for businesses. The AI Financial Management Agent helps businesses save hundreds of hours each year, reduce overdue invoices by more than 30%, and cut data entry errors by up to 75%. More importantly, it improves cash flow, speeds up payments, and helps business owners make better financial decisions. Phase 1 focuses on bookkeeping compliance and debtor management. The AI identifies missing finan...
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  AI's Hidden Revolution: Transforming Workflow Automation 10.06.2026 6m

  "Just ask Dave send him a text" This episode explores how Agentic AI is transforming business operations far beyond chatbots and content generation. While most people think of AI as a tool for answering questions, some of the biggest benefits are happening behind the scenes through workflow automation. The discussion focuses on how AI agents are handling complex business processes that traditional automation struggles with, especially when exceptions occur. Modern AI systems can analyse situa...
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  Avoiding the Hidden Costs of AI: Bill Shock Explained 03.06.2026 10m

  "Just ask Dave send him a text" AI Bill Shock is becoming a growing challenge for businesses using AI chatbots, agents, and automation tools. The problem occurs when organisations expect a small monthly AI bill, only to receive an invoice worth thousands of dollars due to unexpected token consumption. AI providers charge based on tokens, which are the pieces of text processed by the AI. Every question, response, document upload, conversation history, system prompt, and workflow interaction co...
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  Unmasking AI Bias: The Hidden Hiring Crisis 29.05.2026 7m

  "Just ask Dave send him a text" A Stanford study analysing more than 4 million job applications across 156 employers found some AI hiring systems were disproportionately screening out Black and Asian applicants. The issue was not limited to one company. Many organisations were using the same underlying AI models and assessment systems, creating what researchers called “algorithmic monoculture.” If one AI model contains bias or flawed assumptions, those problems spread across multiple bu...
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  AI Revolutionizing Property Management: Time-Saving Insights 27.05.2026 7m

  "Just ask Dave send him a text" AI is rapidly changing property and strata management workflows. AI voice agents and workflow automation systems are now handling calls, maintenance requests, contractor coordination, compliance tracking, after-hours emergencies, and tenant communication automatically. Property management groups are reporting savings of 20 to 40 hours per week by reducing repetitive admin tasks and improving workflow consistency. The biggest gains are coming from: • 24/7 AI cal...
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  The Shift From AI Tools to AI Operations 24.05.2026 7m

  "Just ask Dave send him a text" This podcast explores how AI is rapidly becoming part of everyday business operations instead of remaining a simple productivity tool. The discussion focuses on how businesses are moving from basic AI use, like writing emails and summarising meetings, into full operational AI workflows including: • AI voice agents • automated follow ups • appointment booking • compliance monitoring • workflow automation • customer engagement The episode explains that successful...
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  Revolutionizing Tax Compliance: AI is Changing the Role 22.05.2026 7m

  "Just ask Dave send him a text" This episode of the AI Voice Bot Podcast explores how AI is transforming tax compliance and accounting workflows. The discussion explains how AI systems now monitor regulation changes, pre fill tax forms, identify deductions, and flag compliance risks in real time. The podcast highlights several major benefits for accounting firms: • AI continuously tracks tax law and compliance changes, reducing the risk of missed updates and penalties. • AI pulls ...
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  The Call That Could Change Everything 19.05.2026 6m

  "Just ask Dave send him a text" This podcast explores one of the biggest hidden problems in customer service, businesses spending heavily on marketing and lead generation, only to lose customers because nobody answers the phone quickly enough. The discussion focuses on how Reception Overflow AI Agents help businesses answer calls instantly during busy periods, reducing missed opportunities and improving customer experience. Key points include: • Customers move on quickly whe...
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  AI is transforming the accounting industry 14.05.2026 8m

  "Just ask Dave send him a text" This podcast episode explores how AI is transforming the accounting industry by reducing repetitive admin work like data entry, compliance checks, audit preparation, and reporting. The discussion highlights how accountants spend a large portion of their time on manual tasks and how AI helps automate those workflows, improving speed, accuracy, and efficiency. The episode explains how AI supports financial analysis by identifying trends, anomalies, and pred...
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  IQ Leads 16.03.2026 6m

  "Just ask Dave send him a text" Around 70 percent of the buying process happens before a customer speaks with a sales rep. Businesses research solutions online first. They read articles, compare vendors, and review pricing. IQ Leads focuses on those research signals. The platform tracks digital behaviour such as website visits, search activity, and content engagement. When a company shows strong research activity, the system flags the organisation as a high interest lead. This approach change...
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  AI Agent with Memory 31.01.2026 4m

  "Just ask Dave send him a text" This episode explores one of the most important shifts happening in artificial intelligence right now: the move from AI systems we talk to toward autonomous AI agents that actually do work. Using a small open-source project (formerly known as Clawd.bot) as the lens, the discussion unpacks why long-term memory, proactive behaviour, and task execution mark a fundamental break from traditional chatbots. Unlike typical AI tools that respond and forget, this new cla...